Be advised. This advisor is no longer registered as an Independent Advisor Representative. They may still be registered as a broker.
Jordan Allen, financial advisor Chicago IL
88 score

Jordan Allen

CRD Number: 6358473
Current Firm: Mcadam LLC

Jordan Allen (CRD# 6358473) is an Investment Advisor Representative working at Mcadam LLC in Chicago, IL and has 1 year of experience in the finance industry.

Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Nov 2014 - Current 1
Mcadam LLC Chicago, IL Oct 2014 - Current 2
Ing Financial Partners, Inc. Chicago, IL Aug 2014 - Oct 2014 < 1
Unemployed Cincinnati, OH May 2014 - Aug 2014 < 1
Miami University Oxford, OH Aug 2010 - May 2014 3
Dakotas Steakhouse Oxford, OH Jan 2014 - Apr 2014 < 1
Global Business Partners, Inc. Cincinnati, OH May 2012 - Aug 2012 < 1
Telehawks Oxford, OH Oct 2011 - Apr 2012 < 1
Vector Marketing Cincinnati, OH Jun 2010 - Aug 2010 < 1
Turpin High School Cincinnati, OH Feb 2009 - May 2010 1
St Xavier High School Cincinnati, OH Aug 2006 - Feb 2009 2
Unemployed Cincinnati, OH May 2006 - Aug 2006 < 1
Internation School Of Geneva Geneva, Aug 2003 - May 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2014
Contact Info for Jordan Allen
Phone Number: (888) 614-5323
Firm Website:
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.